AppLovin Corporation (APP)

US — Technology Sector
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News

The Software Recovery Already Started: 5 Stocks to Buy Now
APP, CRM, HUBS, NOW, TTD
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive

Amid the sharp correction in software stocks, opportunities emerge. Salesforce, ServiceNow, AppLovin, HubSpot and The Trade Desk all stand out for there strong growth forecasts and reasonable valuations.

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image for news The Software Recovery Already Started: 5 Stocks to Buy Now
AppLovin Gains 25% in a Month: Should You Still Buy the Stock?
APP
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive

APP rebounds 25% in a month as Axon-powered ad tech drives strong revenue and profit growth. However, rich valuation may limit near-term upside.

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image for news AppLovin Gains 25% in a Month: Should You Still Buy the Stock?
How AppLovin Stock Rises To $660
APP
Published: March 06, 2026 by: Forbes
Sentiment: Positive

AppLovin (APP) shares have risen by 5.3% over the last day and are now priced at $508.56. Our comprehensive evaluation indicates that it could be a favorable moment to acquire additional APP shares.

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image for news How AppLovin Stock Rises To $660
AppLovin Corporation (APP) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
APP, APPS
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Neutral

AppLovin Corporation (APP) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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image for news AppLovin Corporation (APP) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Wedbush cuts Playtika, but stands firm on AppLovin and Unity after sell-off
APP, PLTK, U
Published: March 02, 2026 by: Proactive Investors
Sentiment: Negative

US broker sees post-earnings declines as overdone for adtech stocks, while mobile gaming group faces cash flow squeeze Wedbush Securities, the US investment bank, has downgraded Playtika, the Israeli mobile games company, to 'neutral' from 'outperform', citing a deepening conflict between its acquisition-related payment obligations and an approaching debt refinancing deadline. The broker's analysts said Playtika faces $734 million in remaining earnout payments linked to its acquisition of SuperPlay, a mobile gaming studio, which it expects to effectively wipe out free cash flow available to equity holders in 2026.

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image for news Wedbush cuts Playtika, but stands firm on AppLovin and Unity after sell-off
AppLovin: Astounding Growth And Profitability, Yet Demonstrably Out Of Favor
APP
Published: March 02, 2026 by: Seeking Alpha
Sentiment: Positive

AppLovin Corporation is upgraded to Buy with a $750 price target by summer 2026, driven by exceptional free cash flow and robust revenue growth. APP is growing revenue at 45%+ y/y, with Q4 free cash flow up 88% y/y to $1.3B, and 2026 FCF estimates now at $5.8B. Trading at 26x forward free cash flow and a 0.6x adjusted PEG, APP's valuation is seen as highly attractive given its growth profile.

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image for news AppLovin: Astounding Growth And Profitability, Yet Demonstrably Out Of Favor
AppLovin Vs. Synopsys: Which Software Stock Is The Better Buy?
APP, SNPS
Published: February 27, 2026 by: Forbes
Sentiment: Neutral

Synopsys experienced a decline of -5.2% over the last day. You might feel inclined to purchase more shares, or perhaps consider decreasing your investment.

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image for news AppLovin Vs. Synopsys: Which Software Stock Is The Better Buy?
Is Trending Stock AppLovin Corporation (APP) a Buy Now?
APP
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Positive

AppLovin (APP) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Is Trending Stock AppLovin Corporation (APP) a Buy Now?
Wall Street Sees Major Upside in These 4 Beaten-Down Tech Stocks — Is the Selloff Overdone?
APP, NOW, ORCL, TTD
Published: February 27, 2026 by: 24/7 Wall Street
Sentiment: Positive

Four high-profile tech stocks have shed between 23% and 37% of their value so far in 2026, even as the Nasdaq 100 sits nearly flat on the year.

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image for news Wall Street Sees Major Upside in These 4 Beaten-Down Tech Stocks — Is the Selloff Overdone?
AppLovin Stock Surges Wednesday: What's Driving The Action?
APP
Published: February 25, 2026 by: Benzinga
Sentiment: Positive

AppLovin Corp (NASDAQ: APP) shares are up on Wednesday as the company continues to navigate ongoing scrutiny from U.S. regulators regarding its data-collection practices.

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image for news AppLovin Stock Surges Wednesday: What's Driving The Action?
Is AppLovin Still An AI Winner After The Recent Selloff?
APP
Published: February 25, 2026 by: Forbes
Sentiment: Negative

From late November 2025 to late February 2026, AppLovin (APP) decreased by 33%, indicating a significant decline from its peak of nearly $734 in December. Despite impressive growth in Q4 and a robust forecast for Q1, concerns regarding inflated valuations, decelerating growth, and skepticism toward AI triggered a considerable retreat, undermining investor confidence.

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image for news Is AppLovin Still An AI Winner After The Recent Selloff?
ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?
APP, ARM
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive

AppLovin's AI-driven ad engine fuels 66% Q4 revenue growth and 82% EBITDA jump, outpacing Arm Holdings on earnings outlook and valuation appeal.

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image for news ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?
ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?
APP, ARM
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive

AppLovin's AI-driven ad engine fuels 66% Q4 revenue growth and 82% EBITDA jump, outpacing Arm Holdings on earnings outlook and valuation appeal.

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image for news ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?
AppLovin Surges 11% While Tempus AI and Micron Also Outpace Most AI Stocks
APP
Published: February 23, 2026 by: 24/7 Wall Street
Sentiment: Positive

AI stocks generally rose last week as the VanEck Semiconductor ETF rose 1.8%. The sector continues to have a broad divergence as software stocks struggle in 2026 and certain segments of semiconductors like memory and networking see strong gains.

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image for news AppLovin Surges 11% While Tempus AI and Micron Also Outpace Most AI Stocks
SEC probe involving AppLovin still active, Bloomberg News reports
APP
Published: February 20, 2026 by: Reuters
Sentiment: Negative

The U.S. Securities and Exchange Commission's investigation into marketing platform AppLovin is continuing, Bloomberg News reported on Friday.

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image for news SEC probe involving AppLovin still active, Bloomberg News reports
How Low Can AppLovin Stock Go?
APP
Published: February 19, 2026 by: Forbes
Sentiment: Negative

AppLovin (APP) shares have decreased by 28.9% over the span of 21 trading days. This recent decline highlights fresh worries about increasing competition from Meta and CloudX, along with a general market weakness in software, prompting a more challenging question: is this downturn just temporary, or does it indicate more significant underlying issues?

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image for news How Low Can AppLovin Stock Go?
APP Declines 29% in a Month: AI Edge and Profit Engine, Buy or Wait?
APP
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive

AppLovin APP has evolved from a mobile gaming infrastructure provider into one of the most profitable performance advertising platforms.

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image for news APP Declines 29% in a Month: AI Edge and Profit Engine, Buy or Wait?
The Stock Market Punished AppLovin for Its Best Quarter in Company History
APP
Published: February 19, 2026 by: 24/7 Wall Street
Sentiment: Negative

AppLovin reported its best quarter in history, with record revenue, 84% EBITDA margins, and $3.24 in earnings per share, yet the stock declined nearly 30%.

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image for news The Stock Market Punished AppLovin for Its Best Quarter in Company History
The Stock That's Quietly Outperformed NVIDIA 3-to-1 Since 2023
APP
Published: February 19, 2026 by: 24/7 Wall Street
Sentiment: Positive

The most magnificent of the Magnificent Seven, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) isn't just a king; it's a kingmaker in the financial markets.

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image for news The Stock That's Quietly Outperformed NVIDIA 3-to-1 Since 2023
AppLovin: Rule Of 150 And AI Moat
APP
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Positive

AppLovin delivered 66% YoY revenue growth and 84% adjusted EBITDA margin, demonstrating exceptional operating leverage and profitability. APP's MAX platform benefits from increased competition, as its selective auction model and proprietary data create a durable moat against rivals and AI threats. With a PEG of 0.32 and a forward PEG of 0.75, APP appears undervalued if it maintains guidance, offering a compelling entry point.

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image for news AppLovin: Rule Of 150 And AI Moat
AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
APP
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching AppLovin (APP) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
AppLovin: Wall Street Panic Sold For No Fundamental Reason (Rating Upgrade)
APP
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Negative

I downgraded AppLovin Corporation heading into Q4 earnings, citing the pessimism in software due to the "AI will replace software" narrative. APP stock is down 30% since then, which is a reminder not to ignore the market's irrationality. Fundamentals remain intact, as evidenced by a beat and raise in Q4. Adjusted EBITDA margins were 84% in Q4, and management guided 84% in Q1 2026.

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image for news AppLovin: Wall Street Panic Sold For No Fundamental Reason (Rating Upgrade)
AppLovin Rides on Margin Power: Here's What You Should Know
APP
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

APP's 84% EBITDA margin and 66% net margin highlight an efficiency edge despite 28% stock drop, shifting focus from ad cycles to durable profitability.

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image for news AppLovin Rides on Margin Power: Here's What You Should Know
Boloor: APP Earnings "Great," Guidance & Company Clarity in Question
APP
Published: February 12, 2026 by: Schwab Network
Sentiment: Neutral

Applovin (APP) traded down as much as 20% intraday during Thursday's session. Shay Boloor considers the reaction as overdone, to a degree.

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image for news Boloor: APP Earnings "Great," Guidance & Company Clarity in Question
AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
APP
Published: February 12, 2026 by: 24/7 Wall Street
Sentiment: Neutral

AppLovin ( NASDAQ:APP ) delivered a beat-and-raise quarter for the fourth quarter, with revenue and profits topping analyst expectations, and management issuing guidance for the coming quarter above Wall Street estimates.

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image for news AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
AppLovin: When High Quality Businesses Go On Sale, Buy Aggressively (Upgrade)
APP
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive

Time to upgrade AppLovin Corporation to Strong Buy after a 50% drawdown, despite robust operating performance and AI-driven growth. APP's scalable ad tech platform, expanding into e-commerce, demonstrates high margins, strong free cash flow, and a defensible moat. Q4 delivered 66% revenue growth, >80% adjusted EBITDA margins, and nearly 90% free cash flow conversion, validating business strength.

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image for news AppLovin: When High Quality Businesses Go On Sale, Buy Aggressively (Upgrade)
AppLovin: This Sale Won't Last
APP
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive

AppLovin Corporation is rated a Buy under $400, driven by robust AI-powered ad tech and a high-margin, software-led business model. APP's Q4 2025 revenue surged 66% to $1.66B, with 89% gross margin and adjusted EBITDA margin reaching 84%, highlighting operational leverage. APP generated $3.95B in free cash flow and repurchased $2.58B in shares, maintaining a strong $2.49B cash position versus $3.51B in manageable debt.

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image for news AppLovin: This Sale Won't Last
AppLovin shares fall despite strong Q4 beat, robust 2026 guidance
APP
Published: February 12, 2026 by: Proactive Investors
Sentiment: Negative

AppLovin Corp (NASDAQ:APP) shares tumbled 16% in early trading Thursday, despite the mobile advertising software company reporting stronger-than-expected fourth-quarter earnings and raising its outlook for 2026. The company posted revenue of $1.66 billion for Q4, up 66% from a year earlier and slightly above analyst estimates of $1.61 billion.

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image for news AppLovin shares fall despite strong Q4 beat, robust 2026 guidance
Can Applovin Stock Keep Up its Post-Earnings Win Streak?
APP
Published: February 10, 2026 by: Schaeffers Research
Sentiment: Positive

Applovin Corp (NASDAQ:APP) stock was last seen up 1.9% at $469.19, extending last session's 13.2% pop after short seller CapitalWatch apologized and retracted statements made in a report last month that accused shareholder Hao Tang of financial crimes.

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image for news Can Applovin Stock Keep Up its Post-Earnings Win Streak?
AppLovin: Why I'm Buying The Dip Despite CloudX Narrative
APP
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Positive

AppLovin offers high top-line growth and exceptional EBITDA/FCF margins now trading at an attractive PEG of 0.74x after a sharp sell-off. I see 2026 as an inflection year, driven by Axon 2.0's global rollout, e-commerce expansion, and AI-powered ad creative scaling, fueling a positive flywheel. APP's platform benefits from AI democratization, increasing game content and ad inventory, while cross-vertical targeting unlocks higher ROAS and auction density.

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image for news AppLovin: Why I'm Buying The Dip Despite CloudX Narrative

About AppLovin Corporation (APP)

  • IPO Date 2021-04-15
  • Website https://www.applovin.com
  • Industry Software - Application
  • CEO Adam Arash Foroughi
  • Employees 1533

AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; Adjust, an analytics platform that helps marketers grow their mobile apps with solutions for measuring, optimizing campaigns, and protecting user data; and MAX, an in-app bidding software that optimizes the value of an app's advertising inventory by running a real-time competitive auction. Its business clients include various advertisers, publishers, internet platforms, and others. The company was incorporated in 2011 and is headquartered in Palo Alto, California.